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Background: In my Last Blog How to Add Generic Objects as a filter in Position Tile in Succession,I have explained how to add custom filters in Position Tile in Succession which are not supported by standard SF.

In this blog, I am going to explain how to do the mass change of position data in Employee Central. There may be different business reasons for performing mass changes of position data.

Some Business Reasons for mass position data update:

  • If we implement custom filter/filters in position tile as per my last blog then we need to update the position data for populating the filter values.
  •  Position description needs to be modified for a department/division at mass level.
  •  Sometimes due to re-organization, org assignment data of position object needs to be updated.
  • Mass level “Reports to position” change.
  • There may be different other reasons.

Here are the steps to enable & configure mass change for position data in SuccessFactors Employee Central

Step 1: Configure RBP properly. Necessary access for Mass Change is below.

Step 2: In “Configure Object Definition” for object “MassChangeRun” set the visibility of field “useRuleCache” to Editable which is used during mass change to ensure that the mass change runs execute as smoothly as possible & significantly less like to encounter a timeout.

Step 3: Create a Mass Change Rule. Sample rule is below which updates the custom Business Unit Reference blog –  How to Add Generic Objects as a filter in Position Tile in Succession field value during the mass change. Here I have used only a single Business Unit (Corporate).

Step 4: Search for “Manage Mass Changes for Metadata Objects” in Admin Center & from there select create new “Mass Change Run”.

Step 5:  Create New Mass Changes & Save. Sample screen below. For “Use Rule Cache” we are using Yes which is one of best practices.

Step 6: Once Mass Change is created we can check the log in “Monitor Job” in Admin Centre & when the Mass change is complete then Execution Status becomes as Executed, also log is generated.

Monitor Job:

 

Mass Change Log:

Step 7: We should now check the log. In the log, it shows total how many records modified & how many failed.

Sample log:

We are done with the mass changes. As a next step, we have to validate the position data.

Sample Updated position Data:

We can also use Simulate mass change which does not save any data but shows result in the log.

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  1. Matthew Wong

    Hi Sandip,

    Would like to add that there is another RBP to set “Miscellaneous Permissions > Mass Change Run”, in order to proceed with Steps 4 onwards

    (0) 

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